Parr McKnight Wealth Management Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Buy	1,806 +52	+3%	+$14.9K	0.06%	171
2026 Q1	$459K	Buy	1,754 +443	+34%	+$120K	0.06%	177
2025 Q4	$338K	Sell	1,311 -16	-1%	-$4.1K	0.04%	204
2025 Q3	$337K	Sell	1,327 -126	-9%	-$31.2K	0.04%	197
2025 Q2	$344K	Sell	1,453 -7	-0.5%	-$1.56K	0.05%	193
2025 Q1	$324K	Sell	1,460 -116	-7%	-$27.7K	0.05%	196
2024 Q4	$379K	Buy	+1,576	New	+$388K	0.05%	188

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Parr McKnight Wealth Management Group's VB Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,806 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #171.

Parr McKnight Wealth Management Group first reported a position in VB in Q4 2024 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Parr McKnight Wealth Management Group held 1,806 shares of Vanguard Morningstar Small-Cap ETF worth $547K as of Q2 2026.
Parr McKnight Wealth Management Group bought 52 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $14.9K.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #171 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.